Business Details
12 Years
experience
Expert Accounting for Small Businesses in Kilsyth
At CBQ Financial Services, we are dedicated to empowering small businesses through expert financial guidance and strategic tax planning. With over a decade of corporate experience and a focused commitment to small business clients, our team delivers personalized solutions tailored to your unique needs. We specialize in minimizing tax liabilities using proven strategies typically reserved for large corporations, ensuring your financial resources are optimized for growth. Our services include comprehensive financial reporting, business planning, and ongoing support to help you navigate the complexities of cash flow management and regulatory compliance.Founded on principles of integrity and innovation, we leverage cutting-edge technology to streamline accounting processes while maintaining a personable, client-centric approach. By eliminating hidden fees and offering fixed pricing, we provide transparency and predictability in financial management. Our mission is to transform accounting from a burden into a strategic asset, enabling business owners to focus on achieving their long-term objectives with confidence.
Services
Tax Returns
BAS and IAS
Business Planning
Bookkeeping
Budgeting
Financial Reporting
Succession Planning
Business Restructuring
Analysis & Forecasting
Details
- Year established: 2014
Highlights and features
- Corporate experience with major accounting firms
- Exclusive focus on small business financial needs
- Transparent fixed pricing with no hidden charges
- Proven tax minimization strategies from corporate expertise
- Personalized financial planning tailored to your business
What people say
Highly recommended
Exceptionally knowledgeable
Professional and knowledgeable
Fantastic reliable service
First class advice
Services
Tax Returns
Our tax return services help small businesses legally minimize their tax liabilities while ensuring full compliance with ATO requirements. We apply corporate-grade strategies to identify deductions and optimize your financial position. Clients receive expert guidance through the entire process with transparent communication and fixed pricing.
Business Planning
We develop tailored business plans that align with your long-term objectives, focusing on financial sustainability and growth opportunities. Our approach combines cash flow analysis, KPI development, and market insights to create actionable roadmaps. Regular progress reviews ensure your business stays on track for success.
Financial Reporting
Monthly financial reporting provides clear visibility into your business's financial health. We deliver customized reports that track key metrics, identify trends, and support data-driven decision-making. Our digital tools enable real-time access to critical financial information for better business control.
Bookkeeping
Our bookkeeping services maintain accurate, up-to-date financial records to support business operations and compliance. We handle transaction recording, reconciliation, and reporting while integrating with cloud-based accounting systems for improved efficiency and accessibility.
BAS and IAS
We manage all ATO compliance requirements including BAS and IAS submissions with precision and timeliness. Our expertise ensures accurate reporting while identifying opportunities to optimize your tax position. Clients benefit from reduced administrative burden and complete compliance assurance.
People
Justin Gray
Founder & Principal Adviser
Justin brings over a decade of corporate accounting experience to small business clients. He established CBQ Financial Services in 2014 after identifying a gap in quality support for small businesses. His expertise in tax minimization strategies and technology-driven solutions helps clients achieve financial success.
Kim Gray
Co-Founder & Director
With over 30 years in the accounting industry, Kim provides valuable tax and business knowledge. Though now in a reduced role, her foundational experience continues to shape the firm's approach to client service and financial strategy development.
Lauren Noy
Client Services Assistant
Lauren has been instrumental in client operations since joining in 2019. She ensures seamless service delivery by coordinating client communications and supporting accounting processes with meticulous attention to detail and exceptional organizational skills.
Questions
What accounting services do you offer for small businesses?
We provide tax returns, BAS/IAS, business planning, bookkeeping, budgeting, financial reporting, and succession planning tailored specifically for small businesses.
How can you help reduce my business tax?
We apply corporate-grade tax minimization strategies to legally reduce your tax liabilities while maintaining full ATO compliance through expert financial structuring.
Do you work with established businesses only?
We support businesses at all stages - startups, growing businesses, and established enterprises - with customized financial strategies for each development phase.
What makes your accounting services different?
Our unique combination of corporate expertise, small business focus, fixed pricing, and technology-driven solutions delivers exceptional value and personalized support.
How do I get started with your services?
Book a free discovery call to discuss your business needs, then we'll create a tailored financial support package based on your specific requirements and goals.
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Reviews (2)
Holly Cunningham
Oct 05, 2020
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We moved our small business and personal accounting needs to CBQ over 12 months ago and really wish we had done it sooner!! Communication is clear, concise and tailored to our personal and professional needs. Very happy clients!
Vince Shefford
Jun 27, 2018
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Pleasant and efficient, Justin has been great to work with. He's made a daunting task into manageable, bite sized pieces. highly recommended.
